CSMCX vs. VTWO

In the year-to-date period, CSMCX achieves a 2.89% return, which is significantly higher than VTWO's 2.56% return. Over the past 10 years, CSMCX has underperformed VTWO with an annualized return of 5.28%, while VTWO has yielded a comparatively higher 8.53% annualized return.

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CSMCX has a 1.00% expense ratio, which is higher than VTWO's 0.10% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Congress Small Cap Growth Fund (CSMCX) and Vanguard Russell 2000 ETF (VTWO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current CSMCX Sharpe Ratio is 1.36, which is higher than the VTWO Sharpe Ratio of 0.88. The chart below compares the historical Sharpe Ratios of CSMCX and VTWO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CSMCX has not paid dividends to shareholders, while VTWO's dividend yield for the trailing twelve months is around 1.18%.

The maximum CSMCX drawdown since its inception was -59.87%, which is greater than VTWO's maximum drawdown of -41.19%. Use the drawdown chart below to compare losses from any high point for CSMCX and VTWO. For additional features, visit the drawdowns tool.

Congress Small Cap Growth Fund (CSMCX) and Vanguard Russell 2000 ETF (VTWO) have volatilities of 5.10% and 4.94%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.